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Addepar

Addepar

Total Funding

$512.8 M

Addepar Summary

Company summary

Overview
Addepar is a company providing a wealth management platform. It specializes in data aggregation, analytics, and reporting for investment portfolios. The company serves registered investment advisors, broker-dealers, family offices, and private banks.
Type
Private
Founded
2009
HQ
Mountain View, CA, US | view all locations
Website
https://www.addepar.com
Cybersecurity rating
Sectors

Key people

  • Joe Lonsdale
  • Eric Poirier

    Eric Poirier, Chief Executive Officer

  • Dan Bayer

    Dan Bayer, Chief Services Officer

  • Mitchell Bompey

    Mitchell Bompey, General Counsel

Operating MetricsView all

Assets Under Management Tracked

3T
361.5%

Mar, 2022

Customers

300
50.0%

Apr, 2018

Patent Applications (US)

8

Mar, 2022

LocationsView all

3 locations detected

  • Mountain View, CA HQ

    United States

    303 Bryant St

  • New York, NY

    United States

    335 Madison Ave #1430

  • Salt Lake City, UT

    United States

    460 W 50 N #125

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